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I suspect that someone like Toyota will race ahead in electric cars when it becomes worth it. They've been perfecting the technology with hybrids that are now reliable than their ICE cars so the final step shouldn't be too far.
My total finger in the air guess is that its going to be VW group and Toyota leading the way. Whether Tesla can keep up with them is anybody's guess. Its certainly possible.
I would suspect there's also a vicious circle where manufacturers don't want to release cars as there is little infrastructure and governments don't want to build infrastructure as there aren't that many cars (and are probably hoping the car manufacturers will pay).
I suspect that someone like Toyota will race ahead in electric cars when it becomes worth it. They've been perfecting the technology with hybrids that are now reliable than their ICE cars so the final step shouldn't be too far.